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Advisor Training
Wed, Dec 02
|https://events.teams.microsoft.com/event/78
Advisor Training: Views and Reports
Time & Location
Dec 02, 2026, 1:00 PM – 2:00 PM PST
https://events.teams.microsoft.com/event/78
About the Training
Advisor Training: Views and Reports
Your Data, Your Way! View the data you need. Add, remove and reorder columns, as well as customize filters and save the setting you would like to see on the search results screen. Utilize Pre-Defined reports to turn your views into professional reports.
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